Christopher Trokey is a CFA® charterholder with 24 years of industry experience, currently serving at Truist Advisory Services in Nashville, TN. His prior roles include 13 years at GenSpring Family Offices, LLC and 8 years with Suntrust Investment Services and Suntrust Advisory Services. Outside of finance, he is licensed as an armed security guard and provides contracted security services for nonprofit events. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting.

Stephen Neu is a financial advisor with Steward Partners Investment Advisory, LLC based in Nashville, TN. He holds a Series 66 designation and has five years of industry experience. Prior to joining Steward Partners, he worked at firms including Raymond James Financial Services and Sagespring Wealth Partners. He also serves as an independent contractor mentee with the Aull Wealth Team. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party money manager selections.

Dwayne Vick is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2019 and previously with Guardian Life from 2013 to 2019. Outside of advisory services, he is involved in life insurance brokerage and has part-time experience in luxury men's clothing retail. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Dustin Dawes is a financial advisor at Guardian Life with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Dawes has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products and alternative investments through its connection with Guardian Life.

Christina Horan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Her prior roles include positions at LPL Financial, Commonwealth Financial Network, and MSI Financial Services. Mariner serves a diverse client base including individuals, institutions, and charitable organizations through customized investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Samuel Oliver is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Goldman Sachs and United Capital Financial Advisers prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC serves a broad range of clients such as individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when engaged under a written advisory agreement.

Michael Wood is a Series 66-licensed financial advisor with Truist Advisory Services, bringing four years of industry experience. His career includes roles at Truist Advisory Services since 2022, Truist Investment Services starting in 2021, and Origin Bank from 2017 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by third-party platform partnerships and AI-enabled research tools.

Stephen Enoch is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His career includes roles at firms such as Lion Street Financial, Securities America, and Highland Capital Brokerage. Outside of advisory services, he owns the intellectual property rights of the late Lewis Grizzard and has interests in a family farm. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans, with over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment advisory and brokerage services, utilizing discretionary and non-discretionary strategies supported by both in-house and third-party solutions.

Westin Kaser is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Principal Financial Services and has worked at several firms, including LPL Financial and CUNA Brokerage Services. Prior to his financial services career, he was employed by UberEats and worked in the restaurant industry. Principal Securities provides brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel abroad. The firm specializes in direct advisory programs, financial planning, and access to third-party money manager solutions, offering both adviser and promoter arrangements.

Alexandre Sawyer is a financial advisor with Fifth Third Securities, Inc. in Nashville, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include work with Florida Financial Advisors and positions outside finance such as at the University of Tennessee, Knoxville, and in security and education sectors. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is notable for its municipal-advisor registration combined with its affiliation to Fifth Third Bank.

Thomas Ennis is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Truist Advisory Services in Nashville, TN, having previously worked at UBS Financial Services and Wileybros Aintree Capital LLC. His credentials also include Series 66 and Series 63 licenses. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by third-party platforms and AI-enabled research tools, to guide its investment and manager selection processes.

Drew Hadlock is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He previously worked at Jackson National Life Distributors from 2016 to 2022 and has been with CNR Securities, LLC since 2022. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional investors. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to construct customized portfolios across various asset classes.

David Walker is a financial advisor at Guardian Life with 15 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian since 2013, following a two-year tenure at Merrill. He also consults with prospective business owners through his own company, Walker Consult Co, LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, integrating proprietary programs and third-party platforms to deliver tailored client solutions.

Jason Beaird is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Kings Point Capital Management LLC and Merrill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment process that combines passive and active strategies overseen by an internal Investment Committee.

Maged Hanna is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Fifth Third Bank and American Life Insurance Company, and he has experience in education with Metropolitan Nashville Public Schools and Lipscomb University. Outside of his advisory work, he is involved in self-publishing through Kindle Direct Publishing. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services through various managed account programs on the Passageway platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with resources including mutual-fund/ETF models, SMA strategies, and tax-overlay services.

Thomas Sheehan Jr. is a financial advisor with \&PARTNERS in Nashville, TN, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Wiley Bros. Aintree Capital, LLC since 1995. \&PARTNERS serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and consulting services through a mix of proprietary and third-party strategies.

Bryan De Cuir is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at LPL Financial, LLC since 2006 and joined Private Advisor Group in 2022. In addition to his advisory work, he is a licensed attorney involved in estate planning through Complete Wealth Preservation, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that integrates both discretionary and non-discretionary approaches, utilizing proprietary and third-party platforms alongside a range of investment strategies.

Clarence Hoskins III is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Prudential Investment Management Services LLC and The Prudential Insurance Company of America. Prior to his advisory career, he served four years in the U.S. Army. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with retail IRA and brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial planning and optional managed account solutions.

David Wiley III is a financial advisor with &PARTNERS in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been affiliated with Wiley Bros. Aintree Capital, LLC since 1980. Wiley serves on the boards of several companies, including Ampersand Partners LLC, &Affiliates Capital LLC, Saussy Burbank Homes, and Turnberry Homes. &PARTNERS serves a broad client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting services. The firm employs fundamental, technical, and quantitative analysis combined with model portfolios and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Matthew Pevahouse is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Principal Life Insurance Company since 2010 and Principal Securities Inc. since 2016. Pevahouse's professional activities include working with fixed insurance, group benefits, and life-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.